MICHAEL ALEXANDER

Vestavia Hills, AL | 205.902.6082 | jmalexa023@gmail.com | linkedin.com/in/j-m-alexander/

PROFESSIONAL PROFILE
Versatile, results-oriented Financial Analyst with 7+ years of experience analyzing companies in a broad range of
regulated industries including investment banking, private equity, healthcare, retail, insurance, contracting,
manufacturing, energy, and construction and real estate development. Proficient at developing comprehensive
reports collaborating cross-functionally across different lines of business including C-level executive to facilitate
processes, provide risk management and advisory services, and make presentations to clients. Self-motivated with
strong analytical, investigative, and financial modeling skills. A self-motivated and passionate leader and confident
communicator who consistently achieves objectives. Dedicated to fostering and nurturing strong client relationships
through integrity and trust. Specializes in business valuation, financial forensics, cash flow analysis, damage
determinations, and acquisition due diligence. Strong writing and presentation skills and exceptional interpersonal
skills.

CORE COMPETENCIES
• Business Valuation • Business Analysis • Strategic Evaluation
• Corporate Development • Forensic Accounting • Mergers & Acquisitions
• Financial Analysis • Financial Modeling • Quantitative Analysis

PROFESSIONAL EXPERIENCE
AEA Group, LLC – Birmingham, AL 2012 – Present
Principal (2018 – Present)
Provide financial, economic and strategic advice to parties involved in complex financial litigation, transactions,
challenges and performance issues. Build integrated financial models including operational and cash flow forecasts
and valuation analyses, pro forma merger scenarios, cash flow and liquidity analyses, and return analyses.
Proactively identify operational risks / control deficiencies in the business. Coordinate and conduct assignments, in
a way that is similar to an audit, reviewing the efficiency and effectiveness of departmental operations, the
adequacy of internal controls, verifying compliance with regulatory and contractual requirements. Hire, train and
mentor engagement teams, build solid and collaborative relationships with team members, foster a productive
teamwork environment, lead teams to generate a vision, leverage diverse views, and help develop and grow team
members throughout the course of every engagement. Conduct forensic investigations to determine the sources
and uses of funds as well as indicators of fraud. Identified and resolved complex cases resulting in discoveries of
erroneous charges. Prepare various ad-hoc reports. Oversee, train, and mentor a staff of 6-15, conducting
performance reviews and evaluations during all phases of the engagement. Develop and oversee engagement work
plans to meet legal teams’ needs while adding value, directing engagement teams’ progress and documenting &
communicating findings to legal team or its’ clients’ management team. Execute engagement work plans,
producing creative solutions to complex business challenges, or disputes under strict court ordered deadlines, often
with incomplete and/or limited information.

Key Accomplishments:
• Initiated, developed, and implemented a staff training program contributing to an increase in revenue of 193%
YOY for 5 years.
• Partnered cross-functionally with clients to understand their underlying business objectives, processes and
technologies, making recommendations on how to achieve long-term scalability or better support business
processes that reduced costs by approximately 13%.
• Named to the 2019 National Association of Certified Valuators and Analysts “40 Under Forty” list for
accomplishments to the profession and the community.

Managing Consultant (2015 – 2018)

Identified and led new business opportunities, within existing and new accounts, creatively participating in the
development of sales and related solutions. Provided overall leadership in the quality and execution of consulting
engagements. Interacted with senior team members and client management teams daily to discuss strategic
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alternatives and solutions to unique issues. Contributed to engagement planning and ensured that deliverables met
the project timetable in accordance with the Court’s, client’s and company’s policies. Perform market research,
competitive analysis, and other related benchmarking. Compiled and analyzed historical financial data/financial
statements, to, among other things, analyze potential M&A transactions and strategic initiatives to support senior
managers.

Senior Consultant (2013 – 2015)

Prepared client reports advising on restructuring, acquisitions and disposals. Liaised with a target company's
finance/accounting departments and advisors to gather pertinent accounting support. Managed financial and
accounting due diligence pertaining to engagements, including targets for acquisition. Kept team informed of
progress including potential issues and resolutions.

Consultant (2012 – 2013)

Maintained and developed relationships with key decision makers within client base throughout all phases of
transaction advisory and execution. Provides subject matter expert consulting with financial advisors performing a
detailed needs analysis beginning with a discovery process through analyzing existing account statements and
performance reports, determining appropriate risk tolerance, identifying financial needs and understanding short-
and long-term goals for assets. Led and implemented projects utilizing project management tools while adhering to
compliance and professional standards

EDUCATION
Master of Business Administration - Finance 2012
University of Alabama - Tuscaloosa, AL
Bachelor of Science – Commerce & Business Administration 2009
University of Alabama - Tuscaloosa, AL
CERTIFICATION
ABV/Accredited in Business Valuation 2019
MAFF/Master Analyst in Financial Forensics 2018
CFE/Certified Fraud Examiner 2014

MEMBERSHIPS
Non-CPA Member, AICPA/Association of Certified Public Accountants 2018 - Present
Member, TMA/Turnaround Management Association of Alabama 2018 - Present
Associate Member, ABA/American Bar Association, Litigation Section 2017 - Present
Practitioner Member, NACVA/National Association of Certified Valuators and Analysts 2017 - Present
Member, ACFE/Association of Fraud Examiners 2014 - Present
Candidate, ASA/American Society of Appraisers 2014 - Present

TECHNICAL PROFICIENCIES
• Microsoft Excel • SQL Server Management Studio • Relativity
• Summation • Concordance • Other e-Discovery Apps
• QuickBooks • Sage 50 • Peachtree
• IBISWorld • S&P Capital IQ • Thomson Reuters Eikon
• Pratt’s Stats / Done Deals • CCH Intelliconnect • LexisNexis CourtLink
• PACER • AlaCourt • Microsoft Office Suite